Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
Documentation Executive
Ask Wealth Advisors Pvt. Ltd.
New Delhi
03.2022 - Current
Maintained adherence to applicable regulations regarding documentation.
Provided guidance and direction to junior members of the team when needed.
Developed, edited and proofread technical documents for accuracy and clarity.
Maintained up-to-date records of all changes made to existing documents.
Managed the delivery of completed documents within established timelines.
Monitored activities to assess compliance with records policies and document management regulations.
Manager-Research at Sapient Wealth Advisors and Brokers Pvt Ltd (Dhruv Mehta, a Leading MFD Merged with Sapient in Mar 2020)Manager-Research at Sapient Wealth Advisors and Brokers Pvt Ltd (Dhruv Mehta, a Leading MFD Merged with Sapient in Mar 2020)
Client Service Associate/Office Operations at Retirement Wealth & Tax AdvisorsClient Service Associate/Office Operations at Retirement Wealth & Tax Advisors